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Helpful Content

Do Your Kids Know The Value of a Silver Spoon?

Do Your Kids Know The Value of a Silver Spoon?

You taught them how to read and how to ride a bike, but have you taught your children how to manage money?

A Fruitful Retirement: Social Security Benefit

A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

When Do You Need a Will?

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

 

Investing with Your Heart

For some, the social impact of investing is just as important as the return, perhaps more important.

9 Facts About Social Security

There are things about Social Security that might surprise you.

Understanding Long-Term Care

Understanding the types of long-term-care services—and what those services could cost—may be critical.

Saving on Fitness Center Membership Costs

There are ways to improve your physical fitness without denting your fiscal fitness.

Estimating the Cost of College

This worksheet can help you estimate the costs of a four-year college program.

Mastering Mobile Lingo

Do you understand these common mobile slang terms?

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Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

Doubling Your Money

This calculator demonstrates the power of compound interest.

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Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

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Bridging the Confidence Gap

In the world of finance, the effects of the "confidence gap" can be especially apparent.

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, cracking the code on bonds.

Consider These 3 Things Before Driving Off the Lot

There are a few things to consider when buying or leasing your next vehicle.

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

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